Life Plan Financial, LLC Schwab Strategic Tr Us Small C Transaction History

Life Plan Financial, LLC

  • $113 Billion
  • Q4 2024

A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Life Plan Financial, LLC holds 27,215 shares of SCHA stock, worth $646,084. This represents 0.62% of its overall portfolio holdings.

Number of Shares
27,215
Previous 14,536 87.22%
Holding current value
$646,084
Previous $749 Million 5.99%
% of portfolio
0.62%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$25.33 - $51.16 $321,159 - $648,657
12,679 Added 87.22%
27,215 $704 Million
Q3 2024

Oct 03, 2024
SELL
$46.9 - $51.96 $14,023 - $15,536
-299 Reduced 2.02%
14,536 $749 Million
Q2 2024

Jul 30, 2024
BUY
$45.24 - $49.04 $16,376 - $17,752
362 Added 2.5%
14,835 $704 Million
Q1 2024

Apr 30, 2024
BUY
$44.84 - $49.24 $17,353 - $19,055
387 Added 2.75%
14,473 $713 Million
Q4 2023

Jan 30, 2024
BUY
$38.13 - $48.02 $537,099 - $676,409
14,086 New
14,086 $665 Million

Others Institutions Holding SCHA

# of Institutions
1,251
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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